Customize a Policy


Change the Word Replacements in the Policies


The policies are written so you can adapt the policies to fit your organization. As a result, generic terms such as [Company] and [General Manager] are used throughout the samples. 

Where [Company] appears the software will insert the Company Name as entered on the Company Information screen. Other terms, such as [General Manager] or [Supervisor], designate the title, position or department that is assigned approval authority for a particular action. Substitute the job title that applies to your organization wherever these terms are suggested.

Generally, text enclosed in square brackets should be reviewed for applicability for your organization. You can change, add or delete terms across your manual by using PolicyPro's Word replacement feature.

Note: This replacement text will only appear 
  • when the policy is printed or exported (saved) as a Word file
  • and the Include word replacements option has been selected

The default text will always appear on-screen.

To review or change the Word Replacements, click on the Word Replacements button on the PolicyPro Toolbar.

 

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  Last Updated March 2012
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